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Innovator Etfs Tr s&p 500 power shares owned by Cypress Financial Planning

Quarter-by-quarter ownership of Innovator Etfs Tr s&p 500 power (PJAN) shares owned by Cypress Financial Planning from 13F filings

Historical chart of Cypress Financial Planning investment in Innovator Etfs Tr s&p 500 power

Tip: Access up to 7 years of quarterly data

All positions including Innovator Etfs Tr s&p 500 power held by Cypress Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innovator Etfs Tr s&p 500 power by Cypress Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $318k 8.1k 39.11
2023-12-31 $222k 6.0k 36.88
2023-09-30 $247k 7.1k 34.80
2023-06-30 $249k 7.1k 35.12
2023-03-31 $237k 7.1k 33.32
2022-09-30 $213k 7.2k 29.49
2022-06-30 $211k 7.0k 29.98

More positions owned by Cypress Financial Planning

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Specialized Funds Div App Etf (VIG)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Morgan Stanley Com New (MS)
Discover Financial Services (DFS)

View all positions for Cypress Financial Planning

Top funds holding Innovator Etfs Tr s&p 500 power

Alliancebernstein
Brookstone Capital Management
Commonwealth Equity Services
Penserra Capital Management
Lincoln National
Raymond James Financial Services Advisors
Range Financial Group
Janney Montgomery Scott
Southland Equity Partners
Carnick & Kubik
Legacy CG
Strategic Wealth Partners
BKD Wealth Advisors
Bellwether Advisors
Cambridge Investment Research Advisors

View all funds holding Innovator Etfs Tr s&p 500 power